富达:澳门赌场停业料令首季赌收按年跌40%至50%
由於新型冠状病毒肺炎疫情持续,澳门政府宣布全澳41间娱乐场暂停营业半个月。富达国际亚洲固定收益团队回应称,娱乐场暂停营业为整个博彩业带来负面影响,预计关闭两星期会令2020年第一季的赌收与去年同期比较下跌40%至50%,这亦有机会影响全年税息折旧及摊销前盈利(EBITDA)大约3%至4%。然而,因为这些企业大多跟不同银行有良好的关系,加上派息亦可根据业绩再作调整,并不认为这些企业在短期内会面对重大流动性压力。
假如目前新型冠状病毒肺炎疫情在未来半年得以控制,澳门博彩业有望在2020年第三季复苏。长远来看,澳门博彩业拥有结构性增长,及澳门政府有意将澳门打造成旅游中心的支持下,对行业展望维持乐观。
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